LSPD
Lightspeed Commerce Inc.
$9.54
+3.25%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusBuy (53%)
Inst. Holders9 funds
Inst. Value$107.1M
Inst. Activity4 buys / 0 sells
SEC Reports4
Recent Activity
May 22, 2026
short_volume
Short Volume: LSPD — 66.5% short (0.4M / 0.5M)
Short: 359,849 | Exempt: 5,799 | TRF Vol: 541,257 | Short Ratio: 66.5% | Off-exchange volume (dark p
May 21, 2026
SEC
Lightspeed reported Q4 FY2026 revenue of $290.8M (+15% YoY) and gross profit of $129.1M (+15% YoY), above its outlook. F
6-K — Impact 7/10
May 7, 2026
SEC
Lightspeed Commerce announced the appointment of Bhawna Singh as Chief Technology Officer and unveiled new AI-powered pr
6-K — Impact 3/10
Apr 29, 2026
SEC
Lightspeed Commerce divests its non-core Upserve U.S. hospitality product line to Skyview Equity for up to $81 million i
6-K — Impact 6/10
Inst.
MORGAN STANLEY — DOUBLED
694,506 shares ($8.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
657,300 shares ($7.9M)
Price Targets
$10.73
+12.4% upside
Buy
Current $9.55
Low $9.00
Median $11.00
High $12.00
13 analysts
$9.00
$12.00
Analyst Ratings
3Strong Buy
7Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 28, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| May 22, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 22, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 22, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| May 21, 2026 | BTIG | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.12 ▼ -9.3% | $0.07 — $0.17 | 107% YoY | 13 |
| Next Q | $0.16 ▼ -8.6% | $0.12 — $0.21 | 1% YoY | 12 |
| Current FY | $0.62 ▼ -5.7% | $0.53 — $0.79 | 40% YoY | 14 |
| Next FY | $0.92 ▲ +1.9% | $0.69 — $1.41 | 48% YoY | 13 |
Latest Reports
BULLISH
6-K
7/10
Lightspeed reported Q4 FY2026 revenue of $290.8M (+15% YoY) and gross profit of $129.1M (+15% YoY), above its outlook. F
May 21, 2026
NEUTRAL
6-K
3/10
Lightspeed Commerce announced the appointment of Bhawna Singh as Chief Technology Officer and unveiled new AI-powered pr
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $62.7M | — |
| BANK OF AMERICA CORP | $23.1M | DOUBLED |
| MORGAN STANLEY | $8.4M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $7.9M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $3.2M | NEW |
9 institutional holders with $107.1M total value (8,871,561 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,195,009 | $62.7M | 58.5% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 1,915,511 | $23.1M | 21.6% | DOUBLED +846.0% |
| 3 | MORGAN STANLEY | 694,506 | $8.4M | 7.8% | DOUBLED +277.6% |
| 4 | TWO SIGMA INVESTMENTS, LP | 657,300 | $7.9M | 7.4% | DOUBLED +224.8% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 264,739 | $3.2M | 3.0% | NEW |
| 6 | NORGES BANK | 63,296 | $763.7K | 0.7% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 50,415 | $609.0K | 0.6% | DOUBLED +162.5% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 30,783 | $371.9K | 0.3% | NEW |
| 9 | FMR LLC | 2 | $24.00 | 0.0% | TRIM -60.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 183,939 | 694,506 | +277.6% | $8.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 202,400 | 657,300 | +224.8% | $7.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 63,296 | — | $763.7K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 30,783 | — | $371.9K | 2025-Q4 |
| UBS Group AG | TRIM | 463,893 | 274,079 | -40.9% | $3.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 76,000 | 202,400 | +166.3% | $2.3M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 355,164 | 183,939 | -48.2% | $2.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 19,710 | 51,730 | +162.5% | $597.5K | 2025-Q3 |
| NORGES BANK | EXIT | 63,296 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 198,089 | 1,873,942 | +846.0% | $21.9M | 2025-Q2 |
| UBS Group AG | ADD | 333,580 | 463,893 | +39.1% | $5.4M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 897,544 | 355,164 | -60.4% | $4.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 12,077 | 76,000 | +529.3% | $890.0K | 2025-Q2 |
| NORGES BANK | NEW | — | 63,296 | — | $743.2K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 28,610 | 19,710 | -31.1% | $230.8K | 2025-Q2 |
| FMR LLC | TRIM | 5 | 2 | -60.0% | $23.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 292,306 | 897,544 | +207.1% | $7.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 414,044 | 823,866 | +99.0% | $7.2M | 2025-Q1 |
| UBS Group AG | DOUBLED | 147,984 | 333,580 | +125.4% | $2.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 364,400 | 12,077 | -96.7% | $105.7K | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 60,981 | 5 | -100.0% | $44.00 | 2025-Q1 |
| NORGES BANK | EXIT | 63,296 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 576,102 | 414,044 | -28.1% | $6.3M | 2024-Q4 |
| MORGAN STANLEY | ADD | 204,872 | 292,306 | +42.7% | $4.5M | 2024-Q4 |
| NORGES BANK | TRIM | 126,438 | 63,296 | -49.9% | $964.0K | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.8/10.
BULLISH
6-K
7/10
Lightspeed reported Q4 FY2026 revenue of $290.8M (+15% YoY) and gross profit of $129.1M (+15% YoY),
May 21, 2026
NEUTRAL
6-K
3/10
Lightspeed Commerce announced the appointment of Bhawna Singh as Chief Technology Officer and unveil
May 7, 2026
BULLISH
6-K
6/10
Lightspeed Commerce divests its non-core Upserve U.S. hospitality product line to Skyview Equity for
Apr 29, 2026
NEUTRAL
6-K
3/10
Lightspeed Commerce announced it will report its fiscal fourth quarter and full year 2026 financial
Apr 9, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (53% buy). Based on 19 analysts: 3 strong buy, 7 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$10.73 mean target
+12.4% upside
Buy (2.63)
$9.00 Low
$12.00 High
| Metric | Value |
|---|---|
| Current Price | $9.55 |
| Target Low | $9.00 |
| Target Mean | $10.73 |
| Target Median | $11.00 |
| Target High | $12.00 |
| # Analysts | 13 |
| Recommendation | Buy (2.63) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.12 | $0.07 | $0.17 | 106.7% | -9.3% | 1↑ 6↓ | $0.3B | 1.9% | 13 |
| Next Q 2026-09-30 |
$0.16 | $0.12 | $0.21 | 1.3% | -8.6% | 2↑ 7↓ | $0.3B | 0.1% | 12 |
| Current FY 2027-03-31 |
$0.62 | $0.53 | $0.79 | 40.5% | -5.7% | 3↑ 9↓ | $1.3B | 2.2% | 14 |
| Next FY 2028-03-31 |
$0.92 | $0.69 | $1.41 | 48.1% | +1.9% | 4↑ 2↓ | $1.4B | 14.4% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.124 | |
| 7d ago | $0.148 | -0.024 |
| 30d ago | $0.137 | -0.013 |
| 60d ago | $0.138 | -0.014 |
| 90d ago | $0.139 | -0.015 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 28, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 22, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 22, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 22, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| May 21, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 11, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 6, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 12, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 8 | 1 | 0 | 53% | |
| May 1, 2026 | 4 | 7 | 8 | 1 | 0 | 55% | |
| Apr 1, 2026 | 4 | 7 | 8 | 1 | 0 | 55% | |
| Mar 1, 2026 | 4 | 7 | 8 | 1 | 0 | 55% | |
| Feb 1, 2026 | 4 | 8 | 8 | 1 | 0 | 57% | |
| Jan 1, 2026 | 4 | 8 | 8 | 1 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 22, 2026
short_volume
Short Volume: LSPD — 66.5% short (0.4M / 0.5M)
Short: 359,849 | Exempt: 5,799 | TRF Vol: 541,257 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: LSPD — 70.2% short (0.4M / 0.5M)
Short: 380,953 | Exempt: 0 | TRF Vol: 542,722 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_interest
FTD: LSPD — 113,177 shares ($1.0M) failed to deliver
Settlement: 20260327, Price: $8.72, FTD Value: $986,903.44, LIGHTSPEED COMM INC SUB VTG SH
Mar 26, 2026
short_volume
Short Volume: LSPD — 73.7% short (0.4M / 0.6M)
Short: 447,504 | Exempt: 0 | TRF Vol: 607,241 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)